Turn your entire flow into a living, collaborative workspace with Flowla's Mutual Action Plan:
- Login to your Flowla account, hit Create Flow, and choose from the templates.
- Select the customer's company. Connect it with your CRM to track your deals.
- The left pane gives a brief overview of the entire plan.
- You can slot your mutual action plans on the left sidebar, divided based on different stages of the action.
- Click on an action to edit content or due dates.
- You can embed content and add links and CTAs to guide your customers without friction.
- You can set due dates and mark an action as done.
- You can also add videos as your action plan to add more context.
- Share your plan with your customer in one click.
- You can either create an email invite or generate a shareable link that you can send across platforms.
- You can communicate with your customers and other relevant stakeholders on the same page, bringing more clarity to each conversation.
